Tech Stocks Radar

Nvidia has committed $6.5 billion to photonics firms since March to replace copper-based electrical data transfer with light, cutting energy use and...

US AI import growth signals deepening reliance on Asian exports, raising supply chain security concerns.

• Import boom: US tripled advanced AI product...

Ambarella's decade-long agreement with Hanwha, valued at over $800 million, stands as one of its largest partnerships ever and signals accelerating...

The new U.S.-China AI dialogue will skip export controls entirely, keeping semiconductor curbs on advanced AI chips like Nvidia's H200 in place as...

Earnings Highlights

• 🔥 Dell Q1 FY2027: Dell reported Q1 FY2027 results with AI-optimized servers revenue up 757% YoY.
• MongoDB Q1 FY2027:...

NVIDIA is seeing a major inflection in inference demand from agentic AI adoption, with Anthropic's $65 billion raise at $965 billion valuation...

The EU says it needs €120 billion to revive local chip production.

Preview set lofty bar with 50% revenue growth to ~$36B and $13B AI servers as Dell delivers Q1 FY2027 results following 140% YTD rally.

MongoDB will report Q1 FY2027 results for the period ended April 30, 2026 after market close on June 2. The announcement coincides with fresh enterprise AI product updates.

TSMC now treats energy efficiency as the top constraint in AI chip design, ahead of raw computing power, as customers from smartphones to data centers...

China is expanding mandatory pre-approval for AI researchers at Alibaba and DeepSeek to travel abroad, treating expertise as a national security...

Dell stock has posted a nonstop rally fueled by broader hardware strength in recent weeks.

• Schwab's Nate Peterson and Kevin Green weigh whether...

Samsung is shipping HBM4E samples to major AI customers, delivering 14 Gbps pin speeds and 3.6 TB/s bandwidth per stack in a 48GB 12-layer config....

BYD's launch of the Xuanji A3, China's first 4nm smart driving chip supporting L3/L4 autonomy, showcases aggressive vertical integration with full...

Nvidia's earnings spotlight a $50-80 trillion AI opportunity from agentic, physical, and sovereign AI plus 250,000 new enterprise entrants.

AMD...

MongoDB delivered a stellar earnings and revenue beat, highlighting an accelerating software rebound that could lift database and cloud software stocks.

No significant updates today.

No significant updates today.

Analyst previews show sharp split on whether Agentforce can spark CRM's H2 rebound.

• Consensus Q1: ~$11.05B revenue (+12% YoY) and $3.11-3.13 EPS;...

Intuit stock continues falling to fresh lows after its Q3 earnings, even as results met expectations. Revenue growth is slowing with core businesses...